Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.1KNew |
$1.54M - $1.67M
|
18.1K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-68.9K- 94.66% |
$5.87M - $6.37M
|
3.89K
$343K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-6K- 85.71% |
$512K - $555K
|
1K
$88.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.09K- 15.37% |
$93.1K - $101K
|
6.01K
$530K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.82K+ 39.61% |
$155K - $168K
|
6.4K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
45.9K+ 160.02% |
$3.91M - $4.25M
|
74.5K
$6.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 3.05% |
$1.11M - $1.21M
|
415K
$36.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-1K- 9.09% |
$85.3K - $92.6K
|
10K
$881K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 67.39% |
$132K - $144K
|
3.86K
$340K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-43.8K- 19.87% |
$3.73M - $4.05M
|
176K
$15.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-178- 3.72% |
$15.2K - $16.5K
|
4.61K
$407K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.22K+ 217.94% |
$190K - $206K
|
3.24K
$286K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-101K- 7.03% |
$8.62M - $9.35M
|
1.34M
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-26K- 33.15% |
$2.22M - $2.4M
|
52.4K
$4.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.5K- 42.48% |
$384K - $416K
|
6.09K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-53.2K- 99.6% |
$4.54M - $4.93M
|
215
$19K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
15.8K+ 17.86% |
$1.35M - $1.46M
|
104K
$9.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5.43K+ 7.61% |
$463K - $503K
|
76.9K
$6.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.64K+ 10.17% |
$566K - $615K
|
71.9K
$6.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
358+ 17.74% |
$30.5K - $33.1K
|
2.38K
$209K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16.1KNew |
$1.38M - $1.49M
|
16.1K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3KNew |
$256K - $278K
|
3K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.89M- 55.71% |
$758M - $823M
|
7.07M
$623M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 0.91% |
$97.2K - $106K
|
124K
$10.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
689New |
$58.8K - $63.8K
|
689
$60.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-62- 0.96% |
$5.29K - $5.74K
|
6.38K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.24K+ 22.26% |
$106K - $115K
|
6.82K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.39KNew |
$715K - $776K
|
8.39K
$739K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-71.6K- 38.37% |
$6.1M - $6.62M
|
115K
$10.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-414- 3.33% |
$35.3K - $38.3K
|
12K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15.9K+ 19.67% |
$1.36M - $1.47M
|
96.7K
$8.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.06K- 27.4% |
$431K - $468K
|
13.4K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
986K+ 326.45% |
$84.1M - $91.3M
|
1.29M
$114M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.22K+ 1.45% |
$104K - $113K
|
85.1K
$7.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
571New |
$48.7K - $52.9K
|
571
$50.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
23.9KNew |
$2.04M - $2.21M
|
23.9K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.03K- 62.72% |
$344K - $373K
|
2.4K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.61K- 33.97% |
$478K - $519K
|
10.9K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
350New |
$29.9K - $32.4K
|
350
$30.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.18K+ 5.28% |
$186K - $202K
|
43.5K
$3.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.92K- 41.29% |
$334K - $362K
|
5.57K
$491K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.53K- 2.21% |
$216K - $234K
|
112K
$9.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 32.01% |
$137K - $148K
|
6.61K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.4K- 12.42% |
$1.4M - $1.51M
|
115K
$10.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3.02K+ 8.45% |
$258K - $280K
|
38.8K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$212K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
680+ 10.23% |
$58K - $62.9K
|
7.33K
$646K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-3.95K- 10.77% |
$337K - $365K
|
32.7K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
775+ 26.58% |
$66.1K - $71.7K
|
3.69K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
81.5K+ 73.11% |
$6.95M - $7.54M
|
193K
$17M
|